See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,795 | $124,281-13.3% | $109,143-1.2% | $167,490-35.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.89% | 26.04%-20.1pp | 25.75%-19.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $14,139 | $4,207+236.1% | $3,722+279.9% | $4,837+192.3% |
| Participant deferral / active EE | $5,664 | $5,255+7.8% | $4,653+21.7% | $6,341-10.7% |
| Admin fee / account holder | $1,524 | $7,970-80.9% | $6,752-77.4% | $12,309-87.6% |